Markets up ahead of expected rate cut today https://t.co/nFowizFXMh ...

Not calling tops btwhttps://t.co/agKT9W8QIXBREAD | ∑: (@0xBreadguy):@DRTnky I'm still of the belief it's structurally up from here - I'm just taking note to pull back on some levvy positions ...

Hi. Chief blob fuddor here.Blobs will never have even moderate ETH burn and anyone who says different should feel bad.Is it technically correct that it happens? Yes.Is it what practically happens? No. Not even close.The red section in the picture shows exactly what happens when "burn" should happen: rollups just play games to prolong their free DA arrangement.→ They delay posting→ They combine batches→ They coordinate with other rollupsAll to avoid spiking blob fees (read: ETH burn), because it's practical ...

Seeing a lot of exhaustion signals lately.→ DAT mNAV compression→ Gold and S&P hitting ATH while majors just rangeETF flows look decent, but have definitely shifted back towards BTC.Also can't help but think that it's been awhile since we've had a blow up/scare. https://t.co/HxhIWSKcEoIgnas | DeFi (@DefiIgnas):DATs running out of buying power as mNAVs collapse close to 1They should tokenize their stock so even crypto degens could buy DATs.It would create more arbitrage opportunities, thus volume, and more s ...

Numbers for those interested https://t.co/oGTtKJK6Mz ...

The Blackhole volume is building back up enough that I think it's worth a revenue meta gambol, so I swapped some AVAX shitcoins for the token.Smol amount that I won't be staking (what you must do to collect rewards). https://t.co/uYx1Skrx88 ...

I mapped out DefiLlama's holder revenue relative to the thing you have to hold: the protocol token.Here are the top 10 apps with their 7d fees generated relative to their MCap.Etrhrex (Linea) and @elliotrades's Blackhole (AVAX) top the board on a relative basis. https://t.co/zl8ToSRkYlPatrick Scott | Dynamo DeFi (@patfscott):The top 6 protocols comprise over 80% of all DeFi revenue going to token holders.Hyperliquid, Pump, Aerodrome, Jupiter, Sky, M0. https://t.co/LmjPkSS7hc ...

Preface: Hyperliquid is going to be very successful.Also: There are a lot of square-peg-round-hole implementations being pushed to the platform.User attention span and time-to-market are compressing across the board.If you have to push through a governance and asset sourcing process to deploy a new perp market (HIP-3) or prediction market (HIP-4), you will iterate too slow and that is where competitors will attack you.bedlam research (@bedlamresearch):HIP 4 - Event PerpetualsIn this post @rajivpoc @j0hnwang ...

S&P 500 hits another all-time high https://t.co/Hyct11QZh4 ...

Seeking funding for the first metaDAT, which will only purchase digital assets representing DATs so that we can get exposure to digital assets.DATception.Jon Charbonneau 🇺🇸 (@jon_charb):I feel like people joked about this for a while but it’s quite funny that we’re actually going to get tokenized DATs pretty soonWe’ve completed the circle ...